Create Quote from Deficiency in Tablet (November 13, 2017)

Written by Brian Smithwick Updated over a week ago

Recent ServiceTrade releases added the ability to create quotes in the technician tablet web application. In this release, it's now possible to start the quoting process with a deficiency, which streamlines the process of quoting newly discovered deficiencies.

To create a quote from a deficiency, simply click the 'Actions' menu option to the right of the deficiency description and choose 'Create New Quote'.

The resulting quote that is created will include a service to repair the deficiency from which you created the quote.

IMPORTANT: This option is available only to users who have permission to create quotes.